Leonteq Securities AG’s JPMorgan Chase JPM Stock Holding History

Leonteq Securities AG’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25,000	Closed	-$5.99M	–	1293
2024 Q4	$5.99M	Buy	+25,000	New	+$5.82M	0.41%	51
2024 Q2	–	Sell	-42,500	Closed	-$8.51M	–	1251
2024 Q1	$8.51M	Sell	42,500 -10,000	-19%	-$1.8M	0.63%	31
2023 Q4	$8.93M	Sell	52,500 -7,500	-13%	-$1.14M	0.51%	42
2023 Q3	$8.7M	Sell	60,000 -10,000	-14%	-$1.5M	0.48%	50
2023 Q2	$10.2M	Hold	70,000	–	–	0.53%	45
2023 Q1	$9.12M	Buy	70,000 +60,000	+600%	+$8.22M	0.42%	46
2022 Q4	$1.34M	Buy	+10,000	New	+$1.27M	0.05%	254

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Leonteq Securities AG's JPM Position: Q1 2026 in Review

Leonteq Securities AG reduced its JPMorgan Chase (JPM) stake by 65% in Q1 2026, selling an estimated $5M and leaving 8,716 shares worth $2.56M. The position accounts for 0.09% of the portfolio, ranked #164.

Leonteq Securities AG first reported a position in JPM in Q4 2020 and has held it in 20 quarters since. The position peaked at $25.1M in Q3 2022. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Leonteq Securities AG held 8,716 shares of JPMorgan Chase worth $2.56M as of Q1 2026.
Leonteq Securities AG sold 16,489 JPMorgan Chase shares in Q1 2026, an estimated $5M.
JPMorgan Chase made up 0.09% of Leonteq Securities AG's portfolio in Q1 2026, its #164 holding.
Leonteq Securities AG first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
Leonteq Securities AG's JPMorgan Chase position peaked at $25.1M in Q3 2022.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Leonteq Securities AG's 13F filing for Q1 2026, filed 27 Apr 2026.